GARP

iShares MSCI USA Quality GARP ETF

60 hedge funds and large institutions have $163M invested in iShares MSCI USA Quality GARP ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
+16
Holders Change %
+36.36%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
29
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LC
1
Landaas & Company
Wisconsin
$20.9M 409,098 +48,373 +13%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$17.8M 348,026 +151,190 +77%
LPL Financial
3
LPL Financial
California
$16M 314,271 +175,784 +127%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.5M 265,265 +99,729 +60%
AWA
5
ARQ Wealth Advisors
Arizona
$10.7M 209,457 +38,114 +22%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.96M 195,222 +69,993 +56%
VNA
7
Valley National Advisers
Pennsylvania
$9.1M 178,450 +15,095 +9%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.57M 167,904 +17,446 +12%
Bank of America
9
Bank of America
North Carolina
$8.21M 160,922 +160,922 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6.88M 134,792 +10,012 +8%
FNWM
11
Financial Network Wealth Management
Utah
$5.24M 102,656 +102,656 New
WWM
12
WJ Wealth Management
Arizona
$4.89M 95,760 +4,644 +5%
Raymond James Financial
13
Raymond James Financial
Florida
$3.12M 61,202 +45,308 +285%
KPWS
14
Kestra Private Wealth Services
Texas
$2.74M 53,785 +53,785 New
DOA
15
D'Orazio & Associates
Virginia
$2.54M 49,710 +18,839 +61%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.32M 45,423 -10,318 -19%
AssetMark Inc
17
AssetMark Inc
California
$1.82M 35,771 +35,771 New
MML Investors Services
18
MML Investors Services
Massachusetts
$1.72M 33,774 +1,929 +6%
HI
19
Harbour Investments
Wisconsin
$1.55M 30,309 +30,309 New
EE
20
EWG Elevate
California
$1.35M 26,454 +26,454 New
LWM
21
LongView Wealth Management
Georgia
$967K 18,951 +14,251 +303%
FIA
22
Foundations Investment Advisors
Arizona
$890K 17,435 +901 +5%
DI
23
Disciplined Investments
Oklahoma
$855K 16,766 +2,200 +15%
Goldman Sachs
24
Goldman Sachs
New York
$803K 15,736 +15,736 New
KIM
25
Kane Investment Management
California
$800K 15,676 +1,207 +8%